Lido Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4M | Sell |
606,917
-18,123
| -3% | -$1.95M | 0.25% | 53 |
|
|
2025
Q1 | $74.3M | Buy |
625,040
+164,563
| +36% | +$19.6M | 0.33% | 39 |
|
|
2024
Q4 | $49.5M | Buy |
460,477
+49,394
| +12% | +$5.31M | 0.23% | 51 |
|
|
2024
Q3 | $48.2M | Buy |
411,083
+8,871
| +2% | +$1.04M | 0.24% | 38 |
|
|
2024
Q2 | $46.3M | Buy |
402,212
+64,799
| +19% | +$7.46M | 0.26% | 37 |
|
|
2024
Q1 | $39.2M | Buy |
337,413
+6,167
| +2% | +$717K | 0.23% | 43 |
|
|
2023
Q4 | $33.1M | Buy |
331,246
+42,056
| +15% | +$4.2M | 0.22% | 43 |
|
|
2023
Q3 | $34M | Sell |
289,190
-69,268
| -19% | -$8.14M | 0.26% | 40 |
|
|
2023
Q2 | $38.4M | Buy |
358,458
+86,005
| +32% | +$9.22M | 0.27% | 33 |
|
|
2023
Q1 | $29.9M | Sell |
272,453
-38,372
| -12% | -$4.21M | 0.29% | 40 |
|
|
2022
Q4 | $34.3M | Buy |
310,825
+32,083
| +12% | +$3.54M | 0.42% | 25 |
|
|
2022
Q3 | $24.3M | Buy |
278,742
+34,876
| +14% | +$3.04M | 0.31% | 32 |
|
|
2022
Q2 | $20.9M | Buy |
243,866
+57,649
| +31% | +$4.94M | 0.28% | 39 |
|
|
2022
Q1 | $15.4M | Buy |
186,217
+21,675
| +13% | +$1.79M | 0.17% | 64 |
|
|
2021
Q4 | $10.1M | Buy |
164,542
+11,982
| +8% | +$733K | 0.11% | 86 |
|
|
2021
Q3 | $8.97M | Buy |
152,560
+5,626
| +4% | +$331K | 0.13% | 82 |
|
|
2021
Q2 | $9.27M | Buy |
146,934
+6,789
| +5% | +$428K | 0.13% | 86 |
|
|
2021
Q1 | $7.82M | Buy |
140,145
+24,280
| +21% | +$1.36M | 0.13% | 90 |
|
|
2020
Q4 | $4.78M | Buy |
115,865
+30,201
| +35% | +$1.24M | 0.1% | 111 |
|
|
2020
Q3 | $2.94M | Buy |
85,664
+13,508
| +19% | +$464K | 0.08% | 122 |
|
|
2020
Q2 | $3.23M | Buy |
72,156
+4,528
| +7% | +$203K | 0.1% | 111 |
|
|
2020
Q1 | $2.57M | Buy |
67,628
+462
| +0.7% | +$17.5K | 0.11% | 104 |
|
|
2019
Q4 | $4.69M | Buy |
67,166
+4,814
| +8% | +$336K | 0.19% | 76 |
|
|
2019
Q3 | $4.4M | Buy |
62,352
+25,848
| +71% | +$1.83M | 0.22% | 62 |
|
|
2019
Q2 | $2.8M | Sell |
36,504
-7,046
| -16% | -$540K | 0.16% | 79 |
|
|
2019
Q1 | $3.52M | Buy |
43,550
+11,790
| +37% | +$952K | 0.23% | 61 |
|
|
2018
Q4 | $2.17M | Buy |
31,760
+507
| +2% | +$34.6K | 0.21% | 66 |
|
|
2018
Q3 | $2.66M | Buy |
31,253
+3,328
| +12% | +$283K | 0.26% | 58 |
|
|
2018
Q2 | $2.31M | Sell |
27,925
-1,485
| -5% | -$123K | 0.27% | 53 |
|
|
2018
Q1 | $2.19M | Buy |
29,410
+3,834
| +15% | +$286K | 0.3% | 46 |
|
|
2017
Q4 | $2.14M | Buy |
25,576
+903
| +4% | +$75.5K | 0.3% | 45 |
|
|
2017
Q3 | $2.06M | Sell |
24,673
-2,150
| -8% | -$179K | 0.33% | 44 |
|
|
2017
Q2 | $2.17M | Sell |
26,823
-30
| -0.1% | -$2.42K | 0.45% | 30 |
|
|
2017
Q1 | $2.23M | Sell |
26,853
-1,042
| -4% | -$86.4K | 0.62% | 28 |
|
|
2016
Q4 | $2.52M | Buy |
27,895
+9,886
| +55% | +$892K | 0.62% | 17 |
|
|
2016
Q3 | $1.57M | Buy |
18,009
+1,398
| +8% | +$122K | 0.48% | 16 |
|
|
2016
Q2 | $1.56M | Buy |
16,611
+954
| +6% | +$89.4K | 0.48% | 16 |
|
|
2016
Q1 | $1.31M | Buy |
+15,657
| New | +$1.31M | 0.44% | 16 |
|